Manager, Customer Success - Tax

Manager Of Customer Success

As the Manager Of Customer Success, you will lead a team of Customer Success Managers responsible for driving adoption, satisfaction, and retention across both HVA and Growth customer segments. This leadership role combines people management, operational excellence, and strategic vision to ensure customers achieve measurable outcomes while the team delivers exceptional experiences. You will set priorities, coach team members, and partner cross-functionally to align Customer Success initiatives with business objectives. Success in this role means building a high-performing team, fostering a culture of customer advocacy, and driving metrics that matter.

About the Role :

• Team Leadership : Manage and develop a team of Customer Success Managers supporting both high-value and emerging accounts.
• Performance Management : Set goals, monitor KPIs (retention, utilization, health scores), and ensure accountability.
• Customer Strategy : Oversee success planning and engagement strategies for different customer segments.
• Cross-Functional Partnership : Collaborate with Sales, Product, Support, and Marketing to deliver a seamless customer experience.
• Process Optimization : Identify and implement scalable processes, tools, and best practices to improve efficiency and impact.
• Escalation Management : Act as the point of contact for critical issues and executive-level customer interactions.
• Talent Development : Recruit, onboard, and mentor team members to build skills and career growth.
• Data-Driven Insights : Use analytics to inform strategy, forecast risks, and identify opportunities for expansion.
• Success Metrics :
• Customer Health Score improvement across portfolios.
• Utilization and adoption rates for strategic products.
• Employee engagement and development outcomes.

About You : The best Customer Success Managers thrive under your leadership because you combine strategic vision with hands-on coaching. You are passionate about customer outcomes, team development, and operational excellence.

What Makes You Stand Out :

What's in it For You?